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Philanthropy and charitable giving

The St. James’s Place Philanthropy Service offers a tailored advisory service through the Charities Aid Foundation (CAF), to help you ensure your philanthropy is effective and rewarding. Our aim is to increase the awareness of philanthropy and to help you understand how you can most effectively and efficiently support the causes and communities you believe in. We want to help you so you can give easily, when you want and to whom you want, whilst at the same time ensuring you receive the best advice, so your gifts have maximum impact. Drawing on many years of experience in the fields of philanthropy in the UK and internationally, St. James’s Place and CAF’s dedicated experts offer advisory services to you at all stages of your philanthropic journey, whether you are just starting out or are already experienced in this field.

Through CAF, the St. James’s Place Philanthropy Service can provide access to the CAF account and trust arrangements for charitable giving for UK-resident clients, can facilitate tax efficient giving for US citizens through the American Donor Fund and via CAF’s Jersey facility, non-UK domiciled clients can gift offshore without their charitable gifting being affected by the remittance rules.

We believe your gifting experience should be exciting and rewarding, and should evolve to keep pace with growth in your ambition and generosity. From defining and refining your goals and developing an effective strategy, to measuring the impact of your giving, our insight and expertise will help translate ideas into tangible results, transforming the lives of those being supported.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.